Stifel Financial
FDM icon

Stifel Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Stifel Financial’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Sell
9,444
-97
-1% -$8.5K ﹤0.01% 2637
2026
Q1 		$783K Sell
9,541
-3,886
-29% -$324K ﹤0.01% 2592
2025
Q4 		$1.07M Buy
13,427
+3,505
+35% +$269K ﹤0.01% 2402
2025
Q3 		$752K Sell
9,922
-1,197
-11% -$88.3K ﹤0.01% 2565
2025
Q2 		$797K Buy
11,119
+1,962
+21% +$127K ﹤0.01% 2484
2025
Q1 		$569K Sell
9,157
-11,027
-55% -$745K ﹤0.01% 2609
2024
Q4 		$1.38M Buy
20,184
+10,137
+101% +$690K ﹤0.01% 2042
2024
Q3 		$644K Buy
10,047
+759
+8% +$47.6K ﹤0.01% 2516
2024
Q2 		$557K Sell
9,288
-3,512
-27% -$214K ﹤0.01% 2561
2024
Q1 		$803K Sell
12,800
-2,096
-14% -$125K ﹤0.01% 2322
2023
Q4 		$914K Sell
14,896
-242
-2% -$13.5K ﹤0.01% 2198
2023
Q3 		$829K Sell
15,138
-5,624
-27% -$322K ﹤0.01% 2170
2023
Q2 		$1.17M Buy
20,762
+563
+3% +$30K ﹤0.01% 1985
2023
Q1 		$1.08M Buy
20,199
+3,621
+22% +$208K ﹤0.01% 1994
2022
Q4 		$920K Buy
16,578
+3,828
+30% +$214K ﹤0.01% 2069
2022
Q3 		$638K Buy
12,750
+334
+3% +$18.6K ﹤0.01% 2286
2022
Q2 		$650K Sell
12,416
-7,668
-38% -$429K ﹤0.01% 2307
2022
Q1 		$1.21M Sell
20,084
-2,623
-12% -$160K ﹤0.01% 1973
2021
Q4 		$1.45M Buy
22,707
+5,989
+36% +$377K ﹤0.01% 1850
2021
Q3 		$1M Sell
16,718
-3,020
-15% -$181K ﹤0.01% 2104
2021
Q2 		$1.22M Buy
19,738
+2,586
+15% +$157K ﹤0.01% 1946
2021
Q1 		$1.03M Buy
17,152
+8,577
+100% +$482K ﹤0.01% 1971
2020
Q4 		$411K Buy
+8,575
New +$372K ﹤0.01% 2439

Other funds holding FDM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Stifel Financial's FDM Position: Q2 2026 in Review

Stifel Financial reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 1% in Q2 2026, selling an estimated $8.5K and leaving 9,444 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Stifel Financial first reported a position in FDM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Stifel Financial held 9,444 shares of First Trust Dow Jones Select MicroCap Index Fund worth $879K as of Q2 2026.
  • Stifel Financial sold 97 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $8.5K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2637 holding.
  • Stifel Financial first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Stifel Financial's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.45M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.